Financial Services 2016: Friendly - Personal - Local

ESTABLISHED

The business has grown & developed since the firm was founded in 1976, as Ibstock Insurance Bureau, changing to IIB Financial Services Ltd in 1993.

There have been many significant changes to our marketplace, but our original ideas have remained intact as have many of our clients.


We continue to nurture long term relationships with clients offering value, together with a professional and friendly service.


The Team That Cares


ACCESSIBLE

As a firm we believe in working with other professional firms, and principally accountants and solicitors, as the combination of professional inputs leads to accurate solutions and accountability. We are based in Ashby de la Zouch with satelitte offices in Loughborough and Ibstock, but our clients and our introductory relationships are widely spread throughout the UK and the world.

Above all, IIB places the utmost importance on building long term client relationships by offering superior and highly personalised advice.

EXPERT and LOCAL - Offices around Leicestershire

Our highly qualified and experienced partners and staff are able to provide individually-tailored solutions to most financial planning problems.

Our expertise is in the following areas:

  • Retirement solutions for directors and businesses
  • Pension solutions for individuals
  • Investment management services
  • Protection cover for Life and Illness
  • Mortgages
  • Inheritance Tax Planning
  • Tax efficient use of Trusts

Your home may be repossessed if you do not keep up repayments on your Mortgage. For Mortgages we usually charge a fee of 0.25%. 

For example on a £300,000 mortgage we would charge £750, however this would vary depending on the size of the mortgage and your circumstances.

Trust Our Team To Help


For all the latest news on mortgages, pensions and savings, please contact us now!

We always offer an initial consultation FREE of charge so you can decide how  cost efficiently we compare.

IIB Financial Services Ltd is regulated by the Financial Conduct Authority and is entered on the FCA register (www.FCA.gov.uk/register/) under 692645

Teamwork
The FCA do not regulate National savings products, loans, Will writing, Commercial Mortgages and some forms of buy to let mortgages, offshore and inheritance tax planning.

Initial Consultation Free - Flexible Drawdown - Tax Free Cash - Capped Income Drawdown -          PCLS (Pension Commencement Lump Sum) - Pension Consolidation - Pension Transfer